Once in a while more often then none being a newbie to the software I forget to click estimate and enter everything. At that being an RO is there a way to convert it to an estimate ? I've checked through the software and don't see an option.

Thanks for the info fellas

thanks for all the responses folks, Once we've created an invoice by accident how do we delete it from the system as its sitting in the WIP screen.

The tech work sheets should be customizable. They don't quite work for the way our company is structured. Is there a way to see the tech sheets individually?

How do we customize our tech worksheets? Want to add in some lines, notes and other things.

Just started using the software and am playing with making estimates and RO as well as invoices. How do we delete them after producing them.